Nerd's Eye View

JULY 17, 2023

Accordingly, in 2020 the North American Securities Administrators Association (NASAA) introduced a Model Rule for the first-ever CE obligation for Investment Adviser Representatives (IARs) to maintain their Series 65 license after initially obtaining it.

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Ethics Financial Advice CFP Financial Advisor 239

Trade Brains

JULY 2, 2025

The Goods and Services Tax (GST) Council is expected to take up key reforms in its upcoming meeting, with discussions likely to focus on reducing the 12 percent tax slab and clarifying the tax treatment of service intermediaries a move that could bring significant relief worth thousands of crores to the industry, according to a few sources.

Taxes 59

Taxes License Manufacturing Government 59

Darrow Wealth Management

JANUARY 13, 2025

While there are no major tax implications of buying a house before selling, with your financial advisor to review your options and discuss how a particular strategy may impact your overall situation before taking action. Potential for a low rate and tax deduction. Pre-tax 401(k) contributions will result in a pre-tax loan.

Taxes 105

Taxes Sales Portfolio Accounting 105

MazumaBusinessAccounting

JUNE 30, 2021

But there are also many tax benefits business owners can take advantage of to maximize their profits. Here’s a quick guide that covers important tax deductions for your business. A deduction, or write-off, is a business expense that can help lower your taxes. How much will that deduction actually save you on your taxes?

Taxes 98

Taxes Insurance Education Retirement 98

Harness Wealth

FEBRUARY 20, 2024

In this guide, we explore the four main types of tax professionals and the benefits of working with a tax advisor to help navigate challenging tax scenarios. We’ll dive into what a tax advisor does, and help you make an informed decision about which type of tax professional is right for you.

Taxes 52

Taxes License Education Tax Planning 52

Harness Wealth

FEBRUARY 19, 2025

Many shell companies are often used to shield illicit activities such as money laundering, tax evasion, and terrorist financing. and have reported more than $5 million in gross receipts or sales on their previous year’s tax return. Get started Harness makes it easy to find tax and financial advisors best suited to your needs.

Taxes 52

Taxes Financial Advisor Certification Consulting 52

Harness Wealth

MAY 8, 2025

However, understanding the tax implications of operating as a Sole Proprietorship is crucial to ensure compliance and optimize financial outcomes. Taxes for a Sole Proprietorship differ significantly from those of other business structures, such as LLCs or corporations. What Is a Sole Proprietorship?

Taxes 52

Taxes Tax Planning Compliance Planning 52

Harness Wealth

MAY 12, 2025

The tax arena may be in a constant state of flux, however, 2025 is proving to be a year of major upheavals. Alongside the widely anticipated sunset of the Tax Cuts and Jobs Act (TCJA), 39 states have implemented notable tax changes this year. These reductions aimed at enhancing business competitiveness and attracting investment.

Taxes 52

Taxes Sales Retail Insurance 52

Nationwide Financial

OCTOBER 6, 2022

It should come as no surprise that there are unique tax implications for your client to consider as a remote worker. Your client’s tax rates will be dependent on many factors as a remote worker, including state of residence, where their employer is located, and whether they are located primarily in the US or abroad.

Taxes 52

Taxes Clients Consulting License 52

Harness Wealth

MAY 17, 2025

Filing taxes in Delaware requires a clear understanding of the specific forms and regulations that apply to residents and non-residents alike. Navigating the tax landscape can be complex, but having a comprehensive guide to Delaware tax forms can simplify the process significantly.

Taxes 52

Taxes Tax Planning Electronics Compliance 52

Carson Wealth

MARCH 26, 2024

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. From the business : Legal business name and all DBA names Physical address (not a P.O.

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License Tax Planning CFP Taxes 129

MazumaBusinessAccounting

AUGUST 12, 2021

However, your city or state may require you to obtain a business license, so be sure to look into the requirements for your specific state. When it comes to your business taxes, filing is quick and easy. You can file your business taxes with your personal taxes using a Schedule C form. General Partnership.

Taxes 98

Taxes License Accounting Assets 98

Harness Wealth

MARCH 5, 2024

Tax advisors, and other tax professionals , offer services from preparing and filing annual tax returns to comprehensive tax strategies that help minimize taxes and preserve wealth over time. In this guide, we’ll explore the average fees of tax advisors in the US for 2024.

Taxes 52

Taxes Tax Planning Education Ethics 52

Clever Girl Finance

JULY 29, 2023

Obtain a business license 7. Do I need a license to clean houses? Depending on the kind of business you decide to register, you may also need to create an EIN (or an Employer ID Number) for tax purposes. Leverage the resource on SBA.gov to get started with setting up the business licenses you need. Table of contents 1.

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License Advertising Budgeting Clients 98

Advisor Perspectives

APRIL 15, 2024

It is safe to say that the discomfort around Tax Day likely ranks right up there with your annual physical or renewing your driver’s license. April 15 is undoubtedly one day that is not enthusiastically celebrated by most people.

Taxes 45

Taxes Financial Advisor License 45

MazumaBusinessAccounting

JANUARY 27, 2022

But there are also many tax benefits business owners can take advantage of to maximize their profits. Here’s a quick guide that covers important tax deductions for your business. A deduction, or write-off, is a business expense that can help lower your taxes. How much will that deduction actually save you on your taxes?

Taxes 52

Taxes Insurance Transportation Education 52

Steve Feinberg

JUNE 6, 2023

However, one of the biggest drawbacks to owning a business happens when your tax bill comes due. Understanding taxes is one of the most important aspects of running a business, but it can also be one of the most complicated and intimidating if you’re unfamiliar with the process.

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Taxes Advertising Insurance Government 52

Clever Girl Finance

NOVEMBER 16, 2022

From debit cards to your bank accounts and bank account numbers, and driver's license numbers, a lot of your personal information can be compromised. Someone could attempt to use your information to create a fake tax return and get money from a tax refund. You can add a flag to your license to prevent fraud.

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License Accounting Insurance Medical 101

Carson Wealth

JULY 12, 2022

I could also be fairly sure that Tammy is a licensed insurance agent and that she has access to sophisticated software tools and may or may not engage in financial planning. Investment adviser representatives (IARs) who charge clients fees are also required to take their licensing exams, among many other legal requirements. .

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Financial Advising Financial Planning Ethics Financial Services 98

Trade Brains

JUNE 11, 2025

A high-level committee has recommended reforms in liquor production, licensing, and tax collection to enhance revenue and streamline regulatory operations across the state’s liquor sector. Maharashtra, accounting for 10–12% of India’s liquor industry, has hiked IMFL duties to boost excise revenue.

License 59

License Accounting Sales Retail 59

Trade Brains

JULY 2, 2025

crore (inclusive of all taxes and duties) from a leading domestic infrastructure and defence company. The company has entered into ‘Licensing Agreement’ with DIPAS a constituent laboratory under DRDO for transfer of technology of Solar Heated Shelters. cr With market capitalization of Rs. 2,387 cr, the shares of NIBE Ltd.

Manufacturing 59

Manufacturing Engineering License Electronics 59

Cornerstone Financial Advisory

NOVEMBER 20, 2023

These Tips Can Help You Understand The Tax Situation Whether picking up painting or cooking new concoctions in your kitchen, starting a new hobby is always fun and a great way to learn something new. Did you know there are some tax considerations when starting a new hobby? .” – Salvador Dalí Starting A New Hobby?

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Marketing Marketing Taxes Economics 105

Trade Brains

JUNE 17, 2025

Poundrik also clarified that there have been several cases of misuse of licenses, in which legal action is underway. MT in FY24, the 12 percent provisional safeguard tax was instituted to preserve domestic producers. The safeguard duty is for 200 days. Denoting a substantial growth in imports from 2.29 MT in FY22 to 6.61

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Government License Investment Advisor Consulting 59

Sara Grillo

FEBRUARY 12, 2024

People only do their taxes because they don’t want to go to jail. The right question to focus on Kirk says that financial advisors and CPAs make the mistake of assuming that the client cares about their core work as a provider (financial performance, better plans, tax returns). They are a commodity. They get paid squat.

Financial Advisor 105

Financial Advisor Consulting Clients License 105

Sara Grillo

MAY 10, 2024

.” I’ve heard iterations of this: I’m a CPA and financial advisor, and my best tax return client just hired someone else to do their retirement planning. I’m a CPA and financial advisor, and my best AUM client just hired someone else to do their tax return.

Clients 52

Clients License Retirement Planning Commission 52

Zoe Financial

JUNE 6, 2023

Moreover, we’ll shed light on the erosive impact of taxes, exploring the pros and cons of popular strategies and uncovering how education savings can become a valuable tax deduction. Nevertheless, they should be properly understood to ensure you maximize the tax benefits these plans offer.

Education 40

Education Taxes Financial Advisor Planning 40

Sara Grillo

AUGUST 25, 2023

Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries. Clients are given full access to our entire offering (investments, retirement, college, insurance, tax, estate, etc.) Note: Ryan holds both insurance and FINRA licenses. Note: Stoy holds an insurance license.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

MazumaBusinessAccounting

APRIL 20, 2021

filing for a business license and deciding on a business entity. applying for an EIN for tax purposes. applying for licenses & permits. Here’s our short list as to when you can do it yourself compared to when you might consider hiring an attorney: When You Could DIY It. writing a business plan.

License 52

License Accounting Communication Taxes 52

Steve Feinberg

AUGUST 30, 2022

That’s why it’s crucial to find a bookkeeper that knows the intricacies of the construction industry, and can help with things like job costing, payroll, and taxes—all within your specific market. Construction bookkeeping practices must account for delayed, unfulfilled, or changing payments when budgeting or filing taxes.

License 52

License Accounting Budgeting Taxes 52

eMoney Advisor

JANUARY 17, 2023

Do you offer tax planning as a service but manage client tax data in Microsoft Excel? Owning licenses or subscriptions to software systems automatically grandfathers you into usage. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice. You catch my drift. Usage is easy.

Consulting 84

Consulting Education Clients Financial Advisor 84

Steve Feinberg

JULY 27, 2022

From taxes to job pricing to payroll, good bookkeeping is more than just tracking receipts, it can make your business more efficient and profitable while keeping you out of trouble when it comes to fines or choosing jobs that just aren’t worth your time. Be Aware of Tax Deadlines. Your business license. Don’t Go It Alone.

Taxes 52

Taxes Accounting License Insurance 52

Steve Feinberg

NOVEMBER 9, 2021

New Hampshire’s tax burden is low for business owners, and there is no general sales or personal income tax either, making it an attractive prospect for potential employees. There are several classifications of business, and each one comes with its own set of tax laws, asset protection, and levels of liability.

Taxes 52

Taxes Business Planning License Budgeting 52

Yardley Wealth Management

SEPTEMBER 14, 2020

Retirement Planning, Income Taxes. She lists much of the basics in her article, including Contribution Limits, Tax Benefits, as well as how to open a SEP IRA and the deadlines for “S” Corps (9/15) and “C” Corps (10/15). So, the employee cannot save as much in a tax-qualified way as they could if their employer adopted a 401k. .

Retirement 52

Retirement Retirement Planning Wealth Management Estate Planning 52

James Hendries

NOVEMBER 6, 2022

Identity theft hits your finances, but also can affect your taxes too. In addition to fraud directly concerning your finances, thieves can also use your information to commit crimes that may affect your taxes. As a result, when you file your tax return, it will appear to the IRS that you did not report all of your income.

Taxes 52

Taxes Numbers License Banking 52

Brown Advisory

MARCH 18, 2022

Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. Brown Advisory does not render legal or tax advice. These trademarks have been licensed to S&P Dow Jones Indices LLC. It is not possible to invest directly in an index.

Asset Allocation 52

Asset Allocation Assets License Government 52

Brown Advisory

MARCH 18, 2022

Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. Brown Advisory does not render legal or tax advice. These trademarks have been licensed to S&P Dow Jones Indices LLC. It is not possible to invest directly in an index.

Asset Allocation 52

Asset Allocation Assets License Government 52

Park Place Financial

SEPTEMBER 30, 2022

Lowering Incomes Taxes . Donations may be essential to your tax reduction planning strategy. The Internal Revenue Service ( IRS ) allows taxpayers to deduct charitable contributions from their taxable income, which may decrease their tax burden at the end of the year. Minimizing Estate Taxes .

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Taxes Financial Planner Planning Financial Advisor 52